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Why Is Beneficiary Designation Important?

July 6, 2022

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’

Estate Planning

Estate Plans and Trusts: How Do They Work?

July 4, 2022

In this article, we will address two terms which some people use interchangeably, but which are very different things: living trusts and estate plans.

Estate Planning

Has the Pandemic Made People More Aware of Estate Planning?

July 1, 2022

Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to Caring.com.

Estate Planning

3 Important Legal Documents for Your 18-Year-Old ‘Kid’

June 29, 2022

Incapacity can occur because of illness or an accident. It can be temporary or permanent. That’s why every adult needs a power of attorney in place, once they turn eighteen.

Estate Planning

How to Find a Great Estate Planning Attorney

June 27, 2022

One of the most important decisions you’ll have to make when creating an estate plan is which estate planning law firm to work with.

Estate Planning

How to Plan for Taxes after Death

June 24, 2022

Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.

Estate Planning

What Happens Financially when a Spouse Dies?

June 22, 2022

When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.

Estate Planning

What are the Benefits of Putting Money into a Trust?

June 20, 2022

Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.